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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,966 | $61,660+243.8% | $80,022+164.9% | $64,173+230.3% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -5.31% | -0.33%-5.0pp | 11.22%-16.5pp | 7.63%-12.9pp |
| Employer contribution / active EE | $7,449 | $1,810+311.5% | $2,468+201.8% | $2,381+212.9% |
| Participant deferral / active EE | $7,054 | $2,968+137.7% | $3,686+91.4% | $3,470+103.3% |
| Admin fee / account holder | $18,295 | $5,417+237.7% | $6,521+180.5% | $4,887+274.3% |